Evercore Wealth Management
It’s been almost 25 years since a Japanese economist, Kathy Matsui, put forward the concept of “womenomics” as an antidote to sluggish economic growth. The concept, rooted in a belief in gender equality, was that full female participation in the…
Here’s an American story. My mother and my wife’s mother, both children of immigrants, had seven Baby Boomer children between them. Five of the seven Boomers were women who produced nine Millennials, five of whom are women now ranging in…
For almost 13 years, the very best investment returns came from some of the best-known components of the easiest-to-invest-in asset class. From the beginning of 2009 to the end of 2021, the larger the allocation to four companies – Alphabet/Google,…
Since ancient Mesopotamian farmers borrowed seeds with the promise to share their crop to pay off their debts, credit has supported economic growth. Trust, which is the Latin meaning of the root word cred, is the foundation of lending. The…
Editor’s note: Evercore Wealth Management supplements its core investment capabilities with carefully selected outside funds across the range of the firm’s asset classes. Here we speak with David Golub, President of Golub Capital, which makes loans to middle market U.S.…
Howard Cure, National Director of Municipal Bond Research, writes in “Mass Transit Systems: Lawmakers All Aboard (For Now)” that there may be opportunities for bond investors in this sector. However, he notes that questions remain around the long-term impact of…
John Apruzzese, Chief Investment Officer at Evercore Wealth Management and Evercore Trust Company, provides highlights of our investment outlook.
Editor’s note: Evercore Wealth Management supplements its core investment capabilities with carefully selected outside funds across the range of the firm’s asset classes. Here we speak with David Samra, a managing director of Artisan Partners and a founding partner of…
The 2020s have so far brought us some of the best times in the markets and some of the worst. As we look to 2023 and beyond, it’s worth taking stock and reviewing our asset allocation. There are plenty of factors…